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JB

John B. Blatt

TEMPO WEALTH
INDEPENDENCE, OH 44131
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CRD#: 845287
JB

Professional summary


John Bernard Blatt, who also goes by John B Blatt, is a registered financial advisor currently at TEMPO WEALTH located in Independence, Ohio.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1977. John has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


John B Blatt

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
NAME: BLATT FINANCIAL INV REL: Y ADD: 2012 WEST 25TH STREET SUITE 900 CLEVELAND, OHIO 44113 NATURE: LIFE, DISABILITY, LONG TERM CARE, FIXED ANNUITIES POSITION: AGENT START DATE: 1982 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 5

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Bernard Blatt's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 17, 2025 - Present

TEMPO WEALTH

Office #1: 6133 Rockside Road, Building Ii Suite 400, Independence, OH 44131
RIA
CRD#: 336316
INDEPENDENCE, OH
Past

May 2, 2019 - May 19, 2025

CLEVELAND WEALTH, LLC

RIA
CRD#: 282196
CLEVELAND, OH
Past

January 22, 2004 - May 1, 2019

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
CLEVELAND, OH
Past

October 15, 1982 - May 1, 2019

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
CLEVELAND, OH
Past

July 27, 1982 - January 2, 1988

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 2682
Past

November 15, 1977 - September 16, 1982

NEW ENGLAND SECURITIES

BD
CRD#: 615

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TW
TEMPO WEALTH
TEMPO WEALTH | TEMPO WEALTH, LLC

CRD#: 336316 / SEC#: 801-132895

RIA
Registered Investment Advisory firm - (5/30/2025 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Ohio
(6/17/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 3/30/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 11/5/1977
Registered Representative Examination

Current Firm


TW
TEMPO WEALTH
TEMPO WEALTH | TEMPO WEALTH, LLC

CRD#: 336316 / SEC#: 801-132895

RIA
Registered Investment Advisory firm - (5/30/2025 Approved)
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Contact information


Main Address
6133 Rockside Road, Building Ii Suite 400, Independence, OH 44131
Mailing Address
Phone number
(440) 568-3676
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (25 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (10/17/2025)

Regulatory assets under management


Total Number of Accounts440
AUM (Assets Under Management)$ 215,954,924

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TEMPO WEALTH

CRD#: 336316Independence, OH 44131

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Contact information


xxxxx@xxxx.xxx

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